Business Funding Plan & Timeline SOP
This Standard Operating Procedure (SOP) provides a structured approach to securing business capital based on credit assessment, fundability status, and financial documentation. It serves as both an internal roadmap and client-facing deliverable.
Purpose
To outline a clear, actionable roadmap for securing business capital based on credit health, fundability status, and financial documentation.
Scope
Starts after credit assessment and document review are complete. Ends when funding is secured or client transitions to ongoing CFO services.
Audience
CFO (Dexter Crawford) and optional admin staff for formatting and uploading to client folders.
Assessment Summary
Review key credit scores and fundability status
Action Plan
Credit repairs, tradeline additions, and card paydowns
Funding Sequence
Week-by-week application strategy for optimal success
Timeline & Add-Ons
Set completion targets and offer supporting services
This client-facing document should maintain clear, visually digestible guidance without making guarantees. Instead, use terms like "target" or "intended outcomes" and adjust timelines based on potential delays with documentation, payments, or tradeline setup.
Version control is maintained with quarterly reviews to incorporate lender feedback and approval trends, ensuring the process remains current with market conditions.
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